SWMG LLC’s Capital Group Municipal High-Income ETF CGHM Stock Holding History

SWMG LLC’s Portfolio CGHM Stock Details CGHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$274K	Buy	+11,120	New	+$281K	0.06%	102

Other funds holding CGHM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

SWMG LLC's CGHM Position: Q3 2026 in Review

SWMG LLC opened a new position in Capital Group Municipal High-Income ETF (CGHM) in Q3 2026: 11,120 shares worth $274K. The stake represents 0.06% of the portfolio and ranks #102 among its holdings.

79 funds tracked by Wall St. Rank hold CGHM as of Q3 2026.

SWMG LLC held 11,120 shares of Capital Group Municipal High-Income ETF worth $274K as of Q3 2026.
Capital Group Municipal High-Income ETF was a new SWMG LLC position in Q3 2026.
Capital Group Municipal High-Income ETF made up 0.06% of SWMG LLC's portfolio in Q3 2026, its #102 holding.
79 funds tracked by Wall St. Rank held Capital Group Municipal High-Income ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.